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RETIREES ABROAD OR PLANNING TO RETIRE ABROAD
If you are a US citizen who has retired abroad, you still have a US tax filing requirement. We can assist you with your tax compliance and filing requirements.
If you are planning to retire abroad, we can also help with your pre-immigration planning.
PRE-IMMIGRATION/ EXPATRIATION PLANNING
To move out of a country for work or retirement is a huge step. The best way to take on this life-changing move is with a blue-print on how your financial and immovable assets will be affected.
Moving into or out of the United States has tax consequences. You may need to make sure your foreign assets are categorized and accessible when moving into the U.S. Moving out of the United States by surrendering your Green Card after a certain length of time/ relinquishing your U.S. Citizenship may result in you being categorized a “Covered Expatriate”.
We help you with your pre-immigration planning so your move is smooth and worry-free.
NEW TO THE U.S. OR RESIDENTS ON VISAS
If you are a newcomer to the US on a work or student visa, you may be subject to different tax rules and regulations, taking into account the Tax Treaty the US may have with your country.
We have clients from many countries on various visas such as E, F, G, H, J and R. We take into account the Visa requirements for each tax filing.
CROSS BORDER TAXATION SERVICES
We help you stay in compliance with U.S. Tax Law if you were a receiver of Gifts/ Bequests/ Inheritances from non-US citizens or covered expatriates.
If you are a U.S resident/ Green Card holder/ Citizen, you may need to report your holdings in foreign companies/ partnerships/ trusts by filing Form 5471/ Form 8865/ Form 3520/ Form 3520-A, etc.
If you are a non-resident of the U.S but have a stake in a U.S. company/ partnership or trust, you need to file a Form 1040NR to disclose your U.S. income.
We also assist in preparation of Forms W-8 BEN/ W-8 BEN-E for foreign individuals and companies.